The analyst shares a Goldman Sachs note expressing concerns about a late summer chop. The AI trade has paused and most AI projects aren't yielding positive returns. Lisa Cook firing is not considered a big deal. There's an argument that larger computers aren't the real AI secret, rather smarter models or quantum computing, while caution is urged on NVIDIA due to limited visibility. September seasonality gets ugly. France is irrelevant, but algo funds get ugly in September. Three stock charts are shown: SPDR Gold Trust (GLD) with a consolidation pattern, and a textbook heartbeat pattern. Gold looks interesting. B2Gold Corp (BTC) indicates potential, up 62% this year. iShares Silver Trust (SLV) is also consolidating, and the gold sector is looking up.